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The news from China last week shows that while the economy is growing, there are some growth factors that could have far-reaching impacts. With GDP growth currently above government targets, further infrastructure spending is unlikely. This will affect Alcoa , which is already suffering from low aluminum prices, and Freeport-McMoRan , which recently learned that its Grasberg mine will be temporarily halted. Finally, as Chinese policy regarding rare earths could change as a result of these data, Molycorp may be affected as well.

In the following video, Fool.com contributor Doug Ehrman discusses the data and the impact it could have on each of these companies.

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